Bjorn’s Corner: Airbus’ and Boeing’s first quarter

30 April 2015, C. Leeham Co: Airbus Group presented their first quarter results today Thursday, a week after Boeing presented theirs. It is a good occasion to look at how these companies performed. We will focus on commercial… Read More

Malaysia Airlines fleet restructuring

April 30, 2015: Malaysia Airlines is offering for sale or lease all six of its Airbus A380s, its two Boeing 747-400Fs and four Airbus A330-200Fs and four Boeing 777-200ERs as it seeks to restructure following a disastrous 2014…. Read More

Fundamentals of airliner performance; Part 7, the wing.

By Bjorn Fehrm Introduction April 28, 2015, c. Leeham Co. In our articles where we present an analysis of different airliners, we use a number of terms like aspect ratio, wetted area, etc and we assume that the… Read More

A380, 10 years later

April 28, 2015: Airbus is celebrating 10 years of its A380 super jumbo. Just about everybody else is taking pot shots at it. There’s little doubt the airplane is a masterful achievement. But production miscues delayed the airplane… Read More

Tipping point for supply/demand? We don’t think so

Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More

Pontifications: “Everyone” deferring Boeing 787s? Not hardly.

April 27, 2015: c. Leeham Co. With the announcement on the 1Q2015 earnings call that American Airlines is deferring Boeing 787s, I received an inquiry from a media person: what is it with the 787 that “everyone” is… Read More

Can PIPs bring the A380 what Emirates Airlines wants?

By Bjorn Fehrm Subscription required. Introduction 26 April 2015, C. Leeham Co: With Emirates Airlines deciding for Rolls-Royce Trent 900 engines for its 50 new A380s and admitting that it would accept that this could be for all… Read More

Bjorn’s Corner: Boeing’s 787 and Airbus’ 350 programs, a snapshot

  Introduction 23 April 2015, C. Leeham Co: It has been an eventful week for Boeing with Q1 results reported and with that an update on the 787 program. At the same time we ran into Qatar Airways… Read More

United Airlines revises fleet plan

April 23, 2015: United Airlines announced its 1Q2015 earnings today (which will eventually be posted with commentary on What caught our eye in the press release was the following. United will: Complete the removal of more than… Read More

Analysts hone in on Boeing Free Cash Flow

Subscription Required Introduction April 22, 2015: c. Leeham Co. Boeing may have reported solid earnings for the first quarter, but aerospace analysts focused on free cash flow (FCF) and gave the company a raspberry. Analysts have been increasingly… Read More